Directions to Run Budzero In

DIRECTIONS TO RUN BUDZERO IN

CARDINAL FINANCIALS

The BUDZERO utilizes the zero-based budget methodology where all departments need to justify their expenses and the budget as if they are starting with a budget of $0. The BUDZERO provides current and historical expenses to assist in determining the budget, and it should be run for every fund 11 and 15 org.

The BUDZERO provides the following information to assist in determining the upcoming fiscal year budget:

·  3 Years of Historical Expenses

·  Current Budget

·  Current Expended

·  Projected Year-End Expended

·  New Budget Expenses (Fixed)

·  New Budget Expenses (Variable)

·  Projected Budget (Fixed + Variable)

·  Dollar Budget Change

·  Percentage Budget Change

·  Notes

Please follow the instructions below to run the new BUDZERO from Cardinal Financials.

1.  Log into Cardinal Financials

2.  Navigate on the left side menu:

a.  Reporting Tools

- PS/nVision

- Click on “Define Scope”

3.  In Define Scope screen, set the following criteria:

a.  SetID: CUA

b.  Report Scope: BUDZERO

c.  Click on “Search”

4.  In Scope Definition screen:

a.  Select Value – enter the Department ID Numbers or six digit ORG number

i.  To run multiple orgs, click on the “+” to add more rows and enter the area

b.  Click on “SAVE”

c.  On the same screen, Click on “Report Request”

5.  In the NVision Report screen

a.  *As of Reporting Date – keep as “Today’s Date”

b.  Click on “Save”

c.  Click on “Run Report”

6.  A new window, the Report Manager, will open to provide the BUDZERO

a.  Click “refresh” button to update the screen until report runs and the status is ‘Posted’

b.  Click on title and the report will open up in Excel

c.  Save or print out the report

Note: Please do not change the tab name in the BUDZERO report. The tab name must remain the same for the Division Budget Summary to populate correctly, as noted later in the guidelines.

For more information or have any questions, please contact the appropriate budget staff.

CONTACT / DEPARTMENTS
Rita Kovach,
Director
Email: ;
Phone: x6300
Paula Blackwell,
Enterprise Budget Systems
Email:
Phone: x6283 / Non-academic
President’s Office (includes General Counsel, Office of Compliance, University Relations, and Public Safety)
Finance (includes HR, Technology Services, and Facilities)
Institutional Advancement (includes Alumni Relations)
Student Life (includes Athletics and Auxiliary Services)
Enrollment Management (includes Public Affairs)
CONTACT / DEPARTMENTS
Tom Peters
Assistant Director, Financial Planning
Email:
Phone: x6356
Allyson Handley
Senior Budget Analyst
Email:
Phone: x6108
Jonathan Aaron
Budget Analyst
Email:
Phone: x6355 / Provost and Academic Departments
(includes Columbus School of Law)

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